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Legacy Bridge’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Legacy Bridge’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Buy
9,862
+1,000
+11% +$114K 0.37% 81
2026
Q1 		$888K Buy
8,862
+930
+12% +$97K 0.34% 92
2025
Q4 		$789K Buy
7,932
+380
+5% +$37.8K 0.32% 96
2025
Q3 		$739K Hold
7,552
– – 0.31% 98
2025
Q2 		$659K Sell
7,552
-4,128
-35% -$336K 0.31% 97
2025
Q1 		$942K Buy
11,680
+350
+3% +$30.7K 0.53% 73
2024
Q4 		$1.01M Hold
11,330
– – 0.53% 75
2024
Q3 		$1.01M Buy
+11,330
New +$980K 0.55% 72

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Legacy Bridge's VTWO Position: Q2 2026 in Review

Legacy Bridge increased its Vanguard Russell 2000 ETF (VTWO) stake by 11% in Q2 2026, buying an estimated $114K and bringing the position to 9,862 shares worth $1.2M. The position accounts for 0.37% of the portfolio, ranked #81.

Legacy Bridge first reported a position in VTWO in Q3 2024 and has held it in 8 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Legacy Bridge held 9,862 shares of Vanguard Russell 2000 ETF worth $1.2M as of Q2 2026.
  • Legacy Bridge bought 1,000 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $114K.
  • Vanguard Russell 2000 ETF made up 0.37% of Legacy Bridge's portfolio in Q2 2026, its #81 holding.
  • Legacy Bridge first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.